Amer FND Smallcap WRLD-ASMCWX
13F holders, Q3 2025 (September 30)3holders +1
2new positions
1sold out
$75.00avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Amer FND Smallcap WRLD-A (SMCWX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($272K), Westside Investment Management, Inc. ($158K) and Luminist Capital LLC ($18K).
- Company
- Amer FND Smallcap WRLD-A
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD A (Q3 2025)
- CUSIP
- 831681101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $176K |
| Exits | 1 | $120K |
All 13F filers, Q2 2025 → Q3 2025: 2,334 shares bought and 1,659 shares sold, net +675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.06% | No change | 3,634 | $272K |
| Westside Investment Management, Inc. | 0.03% | New | 2,099 | $158K |
| Luminist Capital LLC | 0.02% | New | 235 | $18K |
"% of holder's portfolio" is SMCWX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-A the manager owns.